We face a lot of uncertainties, but one thing is for sure: Clients go with the one they trust the most. Too often advisors mistake good chemistry for deeply rooted trust. They're wrong; trust is something different. It’s a skill you must respect, analyze and hone. We can help you sharpen your ability to earn your clients’ trust, gain their confidence, so you can take your place at the right side of the table.
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Donn Worby, Chief Financial Officer
Donn Worby has been on the Legacy management team since 1997 as part-owner, Chief Financial Officer and member of the Board of Directors. Donn guided the company through its formative years to its distinguished position today in the financial services industry.
Donn is a seasoned CFO with over 30 years experience, most recently serving as CFO of GenuOne Inc., a venture capital-backed provider of online and offline brand protection services and products. During his tenure as GenuOne’s CFO, he led the company through multiple rounds of financing, acquisition of a software development firm, and the ultimate sale of the company. Donn’s prior experiences include positions as CFO of Look, Inc, a global medical device manufacturer, specializing in disposable sutures and instruments and Controller of Exeter Equities, Inc., a diversified group of companies providing management consulting and financial services, real estate management and venture capital investments. He earned a Bachelor of Science in Business Administration from Boston University and a Masters in Business Administration from Babson College.